Civic Intelligence

Generosity 365

EIN 81-2857697 • Cedar Rapids, IA

3664 Rimrock Drive NECedar Rapids, IA 52402
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2019

Net Margin

31st percentile

-11%

Higher net margin than 31% of similar nonprofits.

<$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2019

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Down

$0

Down $75 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$0

Down $75 (-100%) from 2018

Revenue

Up

$680

Up $680 from 2018

Expenses

Up

$755

Up $624 (+476%) from 2018

Net Income

Up

-$75

Up $56 (+43%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300$200$100$0Assets 2017: $206Liabilities 2017: $0Net Assets 2017: $2062017Assets 2018: $75Liabilities 2018: $0Net Assets 2018: $752018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0K$500$0-$500Revenue 2017: $0Expenses 2017: $266Net Income 2017: -$2662017Revenue 2018: $0Expenses 2018: $131Net Income 2018: -$1312018Revenue 2019: $680Expenses 2019: $755Net Income 2019: -$752019

Highlighted filing

2019

Revenue$680
Expenses$755
Net Income-$75

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL K BROGANPresident-$0--
MARY ELIZABETH BROGANVice-President-$0--
AMANDA BROGANSecretary-$0--
MAGGIE BROGANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Generosity 365
EIN
81-2857697
Phone
3195733567
Address
3664 RIMROCK DRIVE NE, CEDAR RAPIDS, IA 52402

Signing Officer

Name
Michael K Brogan
Title
President
Phone
3195733567
Signed
2020-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Terry Lockridge & Dunn Inc
Address
PO BOX 75006, CEDAR RAPIDS, IA 52407
Preparer
Barry Frantz
Phone
3193642945
Raw XML Appendix297 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01120
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0728
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0124
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0246
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0755
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0728
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01120
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0392
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0AT THE 2019 ANNUAL MEETING OF THE BOARD OF DIRECTORS, A MOTION WAS MADE TO LIQUIDATE THE ASSETS OF THE ORGANIZATION AND DISSOLVE THE ORGANIZATION. THE MOTION CALLED FOR A DONATION OF THE REMAINING CASH BALANCE TO ST JUDE CATHOLIC CHURCH FOR THE GENERAL OPERATING BUDGET OF THE CHURCH. THE MOTION WAS SECONDED AND ALL DIRECTORS APPROVED. THE ORGANIZATION LIQUIDATED ALL ASSETS AND DISSOLVED ON 12/31/19.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0180
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND OF PRIOR YEAR BANK SERVICE CHARGES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0180
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL K BROGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03195733567
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GENEROSITY 365
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0812857697
ReturnHeader/Filer/PhoneNum03195733567
ReturnHeader/Filer/USAddress/AddressLine1Txt03664 RIMROCK DRIVE NE
ReturnHeader/Filer/USAddress/CityNm0CEDAR RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421482177
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERRY LOCKRIDGE & DUNN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 75006
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052407
ReturnHeader/PreparerPersonGrp/PhoneNum03193642945
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY FRANTZ
ReturnHeader/ReturnTs02020-05-18T08:57:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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